Aiera

Debug authentication state and token information.

Find company-published documents (press releases, annual reports, earnings releases, etc.) filtered by date range and optional filters.

DOCUMENT TYPE MAPPING

• CRITICAL:

When users request specific document types, ALWAYS use the 'categories' parameter:

• "press releases" → use categories='press_release'
• "annual reports" → use categories='annual_report'
• "earnings releases" → use categories='earnings_release'
• "slide presentations" or "investor decks" → use categories='slide_presentation'
• "compliance documents" → use categories='compliance'
• "disclosure documents" → use categories='disclosure'
• "press releases and annual reports" → use categories='press_release,annual_report'

MULTIPLE DOCUMENT TYPES: For multiple document types, provide comma-separated categories without spaces (e.g., 'press_release,earnings_release').

MULTIPLE COMPANIES: To find documents for multiple companies, provide a comma-separated list of bloomberg_tickers in a SINGLE call. You do NOT need multiple calls for multiple companies.

This tool provides access to company-published documents with summaries and metadata.

Search for conferences. Search across all conferences by date range.

This tool provides access to a comprehensive database of upcoming and historical conferences.

Find companies and equities using various identifiers or search. To find equities for multiple companies, provide a comma-separated list of bloomberg_tickers, isins, rics, or a search term. You do not need to make multiple calls.

Search for corporate events including earnings calls, investor presentations, shareholder meetings, and more. Search across all companies by date range, or filter by specific companies using bloomberg_tickers, watchlists, indexes, sectors, or subsectors.

EVENT TYPE MAPPING

• CRITICAL:
• "earnings calls" or "earnings" → use event_type='earnings' (ONE call)
• "conference calls" or "presentations" → use event_type='presentation' (ONE call)
• "investor meetings" → use event_type='investor_meeting' (ONE call)
• "shareholder meetings" → use event_type='shareholder_meeting' (ONE call)
• "conference calls AND meetings" → make TWO separate calls: first with event_type='presentation', then with event_type='investor_meeting', and combine the results
• "all events" or "any type of event" → make MULTIPLE calls for each event_type you want to include and combine results

MULTIPLE EVENT TYPES: This tool only accepts ONE event_type per call. To search multiple event types, you MUST make separate calls for each event_type and combine the results yourself.

MULTIPLE COMPANIES: To find events for multiple companies, provide a comma-separated list of bloomberg_tickers in a SINGLE call. You do NOT need multiple calls for multiple companies.

This tool provides access to a comprehensive database of corporate events with transcripts and summaries.

Find SEC filings filtered by date range and optional filters. To find filings for multiple companies, provide a comma-separated list of bloomberg_tickers. You do not need to make multiple calls.

Find research reports filtered by optional search terms, author IDs, organizations, regions, and date range.

WHEN TO USE:

• Use this to browse and discover research reports
• Use this to find research by specific author IDs, organizations, or regions
• Use this to find research within a date range

MULTIPLE FILTERS: All filter parameters are optional. Combine them to narrow results.

Find expert insight events from Third Bridge filtered by date range and optional filters.

ABOUT THIRD BRIDGE: Third Bridge provides expert network insights - interviews and forums with industry experts, former executives, and specialists who provide unique perspectives on companies, industries, and market trends. These are NOT earnings calls but expert interviews.

WHEN TO USE: Use this when you need expert/industry perspectives rather than official company communications. For official company events (earnings calls, presentations), use find_events instead.

To find events for multiple companies, provide a comma-separated list of bloomberg_tickers in a single call.

Retrieve all available stock market indices with their IDs, names, and descriptions. Used to find valid index IDs for filtering other tools.

Retrieve all available watchlists with their IDs, names, and descriptions. Used to find valid watchlist IDs for filtering other tools.

Get detailed information about specific company documents including summary, content, and metadata.

RESPONSE SIZE WARNING: This tool returns full document content which can be extensive, especially for annual reports and detailed press releases.

WHEN TO USE:

• Use this when you need complete document content and summary
• Use this when you need full metadata for specific documents
• For browsing documents by type/date, use find_company_docs instead

WORKFLOW: Use find_company_docs first to obtain valid company_doc_ids.

Retrieve all available document categories for filtering company documents. Requires at least one company filter (bloomberg_ticker, isin, ric, permid, sector_id, or subsector_id). Used to find valid category values for find_company_docs.

Retrieve all available keywords for filtering company documents. Requires at least one company filter (bloomberg_ticker, isin, ric, permid, sector_id, or subsector_id). Used to find valid keyword values for find_company_docs.

Retrieve detailed summary(s) about one or more equities, filtered by bloomberg_tickers (a comma-separated list). Summaries will include past and upcoming events, information about company leadership, recent financials, and within which indices the equity is included. To find summaries for multiple companies, provide a comma-separated list of bloomberg_tickers. You do not need to make multiple calls.

Get detailed information about a specific event including the full transcript.

RESPONSE SIZE WARNING: This tool returns large text content. The transcript field can contain thousands of words for earnings calls and presentations. Consider using search_transcripts for targeted content extraction instead of reading full transcripts.

WHEN TO USE:

• Use this when you need the complete transcript text
• Use this when you need full event metadata and summary
• For finding specific quotes or topics, prefer search_transcripts instead

LIMITATIONS:

• Transcripts are not available for future events
• If you need multiple events, make separate sequential calls (one event_id per call)

WORKFLOW: Use find_events first to obtain valid event_ids.

Get detailed information about a specific SEC filing including summary and content.

RESPONSE SIZE WARNING: This tool returns large text content. SEC filings (especially 10-K and 10-Q) can contain extensive text. Consider using search_filings for targeted content extraction instead of reading full filing content.

WHEN TO USE:

• Use this when you need the complete filing summary and metadata
• Use this when you need full filing content for a specific document
• For finding specific disclosures or risk factors, prefer search_filings instead

WORKFLOW: Use find_filings first to obtain valid filing_ids.

Retrieve financial statement data for a company.

Use this tool to get detailed financial metrics for a specific company and fiscal period. Available statement types:

• Income Statement: Revenue, costs, operating income, net income, EPS
• Balance Sheet: Assets, liabilities, equity, cash position, debt
• Cash Flow Statement: Operating cash flow, CapEx, free cash flow, financing activities

WORKFLOW: Use find_equities first to verify the bloomberg_ticker if needed.

Retrieve a grammar template that contains output formatting instructions. Grammar templates define how you should structure, format, and present responses — including tone, style, and common language patterns.

CRITICAL — CALL THIS TOOL BEFORE PRODUCING A RESPONSE:

• You MUST call this tool at least once per session with template_type='general' to retrieve baseline formatting instructions before generating any response that uses Aiera data.

TEMPLATE TYPES:

• 'general': Baseline formatting instructions applicable to all Aiera data responses (default)

Get all equities within a specific stock market index.

Retrieve KPIs (Key Performance Indicators) and business segment data for a company.

Use this tool to get company-specific operational metrics and segment breakdowns, including:

• KPIs: Subscriber counts, unit sales, average selling prices, same-store sales, etc.
• Segments: Revenue and metrics broken down by business unit, geography, or product line

These metrics are company-specific and vary by industry. Not all companies report segment data.

WORKFLOW: Use find_equities first to verify the bloomberg_ticker if needed.

Retrieve financial ratios for a company.

Use this tool to get ratio metrics for a specific company and fiscal period, including:

• Profitability ratios (ROE, ROA, profit margins)
• Liquidity ratios (current ratio, quick ratio)
• Valuation ratios (P/E, P/B, EV/EBITDA)
• Leverage ratios (debt-to-equity, interest coverage)

WORKFLOW: Use find_equities first to verify the bloomberg_ticker if needed.

Get detailed information about a specific research report including summary and content.

RESPONSE SIZE WARNING: This tool returns full research content which can be extensive. Consider using search_research for targeted content extraction instead of reading full reports.

WHEN TO USE:

• Use this when you need the complete research report content and summary
• Use this when you need full metadata for a specific research report
• For finding specific topics across research, prefer search_research instead

WORKFLOW: Use find_research first to obtain valid document_ids.

Retrieve all available research asset classes with their names and document counts. Used to find valid asset class values for filtering research tools.

WHEN TO USE:

• Use this to discover available asset classes (e.g. "Equity", "Fixed Income") before filtering research
• Use this to understand the distribution of research across asset classes

WORKFLOW: Use this tool to obtain asset class names, then pass them to find_research or search_research.

Retrieve all available research asset types with their names and document counts. Used to find valid asset type values for filtering research tools.

WHEN TO USE:

• Use this to discover available asset types (e.g. "Common Stock", "Corporate Bond") before filtering research
• Use this to understand the distribution of research across asset types

WORKFLOW: Use this tool to obtain asset type names, then pass them to find_research or search_research.

Search for research authors by name or provider. Returns author IDs and display names. Used to find valid author_ids for filtering find_research and search_research tools.

WHEN TO USE:

• Use this to look up author IDs before filtering research by author
• Use this to discover authors associated with a specific research provider

WORKFLOW: Use this tool to obtain author_ids, then pass them to find_research or search_research.

Retrieve all available research country codes with their names and document counts. Used to find valid country code values for filtering research tools.

WHEN TO USE:

• Use this to discover available country codes before filtering research
• Use this to understand the distribution of research across country codes

WORKFLOW: Use this tool to obtain country code names, then pass them to find_research or search_research.

Retrieve all available research product focus values with their names and document counts. Used to find valid product focus values for filtering research tools.

WHEN TO USE:

• Use this to discover available product focus values before filtering research
• Use this to understand the distribution of research across product focuses

WORKFLOW: Use this tool to obtain product focus names, then pass them to find_research or search_research.

Retrieve all available research providers with their IDs, names, and descriptions. Used to find valid provider IDs for filtering research tools.

Retrieve all available research region types with their names and document counts. Used to find valid region type values for filtering research tools.

WHEN TO USE:

• Use this to discover available region types before filtering research
• Use this to understand the distribution of research across region types

WORKFLOW: Use this tool to obtain region type names, then pass them to find_research or search_research.

Retrieve all available research subjects with their names and document counts. Used to find valid subject values for filtering research tools.

WHEN TO USE:

• Use this to discover available research subjects before filtering research
• Use this to understand the distribution of research across subjects

WORKFLOW: Use this tool to obtain subject names, then pass them to find_research or search_research.

Retrieve all available sectors and subsectors with their IDs, names, and hierarchical relationships. Used to find valid sector/subsector IDs for filtering other tools.

Get detailed information about a specific Third Bridge expert insight event.

ABOUT THIRD BRIDGE: Third Bridge provides expert network insights - interviews and forums with industry experts, former executives, and specialists who provide unique perspectives on companies, industries, and market trends.

RESPONSE SIZE WARNING: This tool returns full transcript content from expert interviews, which can be extensive. The response includes agenda, key insights, and complete transcripts.

WHEN TO USE:

• Use this when you need complete expert interview content
• Use this for full context on expert insights and analysis
• For finding specific topics across multiple events, use find_third_bridge_events with filtering

LIMITATIONS:

• If you need multiple events, make separate sequential calls (one event_id per call)

WORKFLOW: Use find_third_bridge_events first to obtain valid thirdbridge_event_ids.

Get confirmed and estimated upcoming events within a date range. Requires one of the following: bloomberg_tickers (a comma-separated list of tickers), a watchlist_id, an index_id, a sector_id, or a subsector_id. To find upcoming events for multiple companies, provide a comma-separated list of bloomberg_tickers. You do not need to make multiple calls.

Get all equities within a specific watchlist.

Simple ping test to verify server is running.

Semantic search within company document chunks for specific content, disclosures, or topics.

WHEN TO USE THIS TOOL:

• Use this when you need to find specific content within company documents (presentations, press releases, investor materials, etc.)
• Use find_company_docs FIRST to identify relevant documents by date/company/category, then use this tool to search within their content
• Use this for targeted content extraction rather than reading full documents

RETURNS: Relevant company document chunks with context, metadata, and relevance scores. Results are individual sections/chunks, not full documents. Use get_company_doc for complete document content.

WORKFLOW EXAMPLE: 1. User asks: "What did Apple say about sustainability in their investor presentations?" 2. First call find_company_docs with company_id to get relevant document IDs 3. Then call search_company_docs with query_text='sustainability' and the company_doc_ids

NOTE: This tool uses hybrid semantic + keyword search for high-quality results.

Semantic search within SEC filing content for specific topics, disclosures, or risk factors.

WHEN TO USE THIS TOOL:

• Use this when you need to find specific content (risk factors, disclosures, financial discussions) within SEC filings
• Use find_filings FIRST to identify relevant filings by date/company/form type, then use this tool to search within their content
• Use this for targeted content extraction rather than reading full filings

RETURNS: Relevant filing chunks with context, filing metadata, and relevance scores. Results are individual sections/chunks, not full filings. Use get_filing for complete filing content.

WORKFLOW EXAMPLE: 1. User asks: "What are Tesla's main risk factors?" 2. First call find_filings with bloomberg_ticker='TSLA:US' and form_number='10-K' to get recent filing IDs 3. Then call search_filings with query_text='risk factors' and the filing_ids

NOTE: This tool uses hybrid semantic + keyword search for high-quality results.

Semantic search within research content for specific topics, analyses, or insights.

WHEN TO USE THIS TOOL:

• Use this when you need to find specific content (analyses, insights, recommendations) within research documents
• Use this for targeted content extraction from research reports

RETURNS: Relevant research chunks with context, metadata, and relevance scores. Results are individual sections/chunks, not full research documents.

NOTE: This tool uses hybrid semantic + keyword search for high-quality results.

Semantic search within Third Bridge expert interview transcripts for specific topics, insights, or discussions.

WHEN TO USE THIS TOOL:

• Use this when you need to find specific content (expert opinions, industry insights, competitive analysis) within Third Bridge interviews
• Use find_third_bridge_events FIRST to identify relevant interviews by date/company, then use this tool to search within their content
• Use this for targeted content extraction rather than reading full transcripts

RETURNS: Relevant Third Bridge transcript segments with speaker attribution, event metadata, and relevance scores. Results are individual paragraphs/chunks, not full transcripts. Use get_third_bridge_event for complete transcripts.

WORKFLOW EXAMPLE: 1. User asks: "What do experts say about semiconductor supply chains?" 2. First call find_third_bridge_events to get relevant event IDs 3. Then call search_thirdbridge with query_text='semiconductor supply chain'

NOTE: This tool uses hybrid semantic + keyword search for high-quality results.

Semantic search within event transcripts for specific topics, quotes, or discussions.

WHEN TO USE THIS TOOL:

• Use this when you need to find specific content (quotes, topics, discussions) within transcripts
• Use find_events FIRST to identify relevant events by date/company, then use this tool to search within their transcript content
• Use this for targeted content extraction rather than reading full transcripts

RETURNS: Relevant transcript segments with speaker attribution, timestamps, and relevance scores. Results are individual chunks, not full transcripts. Use get_event for complete transcripts.

WORKFLOW EXAMPLE: 1. User asks: "What did Apple's CEO say about AI?" 2. First call find_events with bloomberg_ticker='AAPL:US' to get recent event IDs 3. Then call search_transcripts with query_text='AI artificial intelligence' and the event_ids

NOTE: This tool uses hybrid semantic + keyword search for high-quality results.

Search the web using only trusted/approved domains relevant to financial professionals.

By default, searches across trusted sources will include cnbc.com, bloomberg.com, reuters.com, wsj.com, apnews.com, and other Aiera-approved domains. Optionally restrict or expand to specific domains.

WHEN TO USE:

• Use this to find recent news articles about companies, markets, or financial topics
• Use this when you need current information from trusted financial news sources
• Use this to supplement event transcripts and filings with news coverage

NOTE: If no allowed_domains are provided, the search uses Aiera's curated list of trusted domains.